Member Info for Apeirogon

I can’t believe he’d accept 52p if he didn’t think it was going to a quid +

Oil (ex Gas) = 59k barrels per day of which 11k is hedged at $75 already.

If oil spikes to $150 and no further hedges apply then 48k * extra $56 per barrel from today * 91 days = $244.6million just in 3 months. That's gravy on top of what we are already earning of course.

… which will be effected by the acquisition of new oil blocks …

JPM Upgrades Energy To Overweight As "Supercycle Returns", Sees Oil Upside To $150 And "Multiple Energy Crises" This Decade

Warner Bros expansion of Leavesden underlines the demand for studio space in the UK. High-End TV production is worth $5bn a year to the UK and only going up. 62% of ITV's revenues comes from Studios.

I clearly wish that were true but isn’t Simply Wall Street just click bait where the writers are paid a pittance to come up with something click-worthy. No-one ever clicks on “steady as she goes”.

What debt ? They run a capital light model. They have a £100m revolver which is largely undrawn and runs until May 2025 (standard practice) and a small £4m facility with Svenska until Sep 2024.

If you think they have a ton of debt which they are struggling to pay then please let me know the details.

Bought at 10.16p today. they can easily sell a stake to Philips/Siemens/GE if they need to raise. or list in the US with a vastly higher valuation.

If you ever read the Times comments section, very few people currently realise that lab-grown meat and fake veggie crap glued together are not the same thing. The ignorance gives us a real chance to buy before the penny drops.

Me too. Have added recently in the 32s and 34s. The turn-around is impressive.

They need money. They were very clear that they only have cash to get them through Q2 24.

So the question is - will we get diluted with a crappy raise at 5p or will they have a great story and a couple of industrial sponsors to justify 20-30p ?

If you use private medicine here you will see that the scanning service is very much a profit driven unit. I had a simple ankle issue and ended up with 4 different scans included a “Spect” scan all because I had unlimited insurance. My mate in NHS said WTF were they doing all that for?!

“The FDA came to us…” because they recognised the need for a lower limit on the approved age of patients. This is easily a £200 million company.

Https://www.telegraph.co.uk/money/investing/stocks-shares/barratt-shares-chance-capitalise-coming-house-price-boom/

Look at bottom after Barratt. You can choose to believe Questor or not but he has written it today.

Total Energies (French Oil Co) has announced that it seeks to buy 500k tonnes of green hydrogen per year.

Bought today 34.51

Kenya + Oil Price. It will bounce from here.

Group revenue has continued to grow with H1 2023 revenue of c.€2.1 million, an increase of 18% (H1 2022: €1.8 million)

ENGAGE revenue is the main driver of the increase with revenue in the period of c€1.9 million, up 30% (H1 2022: €1.5m)

ENGAGE revenue comprises 91% of H1 2023 total revenue (H1 2022: 83%)

Gross margin in H1 2023 was 93%, up 12% (H1 2022: 81%)

A yield that high clearly indicates that the market believes the dividend will be cut… and probably substantially.

VIDA use AI to interpret the data produced by POLX scans. They will have a symbiotic relationship. Radiographers everywhere are being helped by AI so it's natural that POLX will want to make sure that their data is well understood from the start.

I haven't read them but 1 star reviews tend to be written by angry idiots. Along the lines of: "I ordered this 3yr old Batman suit for my 10yr old and it didn't fit !!! Now he can't go to the party and it's all your fault !!!"